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Archford Capital Strategies, LLC

Position in NVS — Novartis AG

CIK 1606609 SWANSEA, IL

Position in NVS

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$7,821,581
+$92,431 QoQ
Shares Held
49,908
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#200
of 1,603 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Archford Capital Strategies, LLC holds $29,267,302 across 10 Drug Manufacturers - General names. NVS ranks #2 (26.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NVS
Novartis AG
This page
49,908 $7,821,581

All Filings in NVS

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,821,581 49,908
2026-03-31 $7,729,150 50,600
2025-12-31 $6,434,668 46,672
2025-09-30 $3,379,508 26,353
2024-03-31 $1,361,281 14,073
2023-12-31 $1,384,904 13,716
2023-09-30 $1,442,337 14,160
2023-06-30 $1,462,589 14,494
2023-03-31 $1,353,412 14,711
2022-12-31 $1,307,275 14,410
2022-09-30 $1,074,857 14,141
2022-06-30 $1,163,809 13,768
2021-12-31 $724,164 8,279
2021-09-30 $651,704 7,969
2021-06-30 $668,059 7,322
2021-03-31 $590,666 6,910
2020-12-31 $618,516 6,550
2020-09-30 $552,456 6,353
2020-06-30 $515,742 5,905
2020-03-31 $342,909 4,159